When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Include project types

Select the types of projects that you want to include on the report. You must select at least one project type.

Include transaction types

Select the transaction types that you want to include on the report. You must select at least one transaction type.

(Project date)

From date / To date

Specify a starting date and an ending date for project transactions to include on the report.

(Ledger date)

From date / To date

Specify a starting date and an ending date for ledger transactions to include on the report.

Project statement

Select a statement type.

Layout - rows

Select how you want to sort the information on the report. Transactions are sort by Level 1, then by Level 2, and then by Level 3. For each level, you can select Project, Category, Worker/Item, or Funding source.

Skip zero

Select whether to exclude rows where the amounts are equal to zero.

Show amount

Select how you want decimals to appear on the report, from the following options:

With decimals – Amounts are displayed to two decimals of your company currency.

Without decimals – Amounts are rounded to integers.

Amount in 1,000 – Amounts are rounded to the nearest 1,000 units of your company currency.

Amount in 1,000,000 – Amounts are rounded to the nearest million units of your company currency.

Show hour

Select whether to display the quantity of hours, the cost value for hours posted to a project, or both on the report.

PL ratio

Select whether to display a PL ratio column on the report, from the following options:

None – Do not display a PL ratio column.

Gross margin – Display the gross margin amount for a project, which is calculated as actual revenue minus actual costs.

Value-added – Display the gross margin, expressed as a percentage of revenue.

Both – Display both the Gross margin amount and the Value-added percentage columns.

Specify transactions

Select whether to display all transactions in a project by project date.

Specify ledger updates

Select whether to include ledger updates on the report.

Project ID

Click Select. In the Transaction list form, select a project to include on the report. To add more than one Project ID, click Add.

Category

Click Select. In the Transaction list form, select the project categories to include on the report. To add more than one category, click Add.

Item

Click Select. In the Transaction list form, select an item to include on the report. To add more than one item, click Add.

Dimension

Click Select. In the Transaction list form, select a dimension to include on the report. To add more than one dimension, click Add.

Transaction origin

Click Select. In the Transaction list form, select a transaction origin to include on the report. To add more than one transaction origin, click Add.

Ledger origin

Click Select. In the Transaction list form, select a ledger origin to include on the report. To add more than one ledger origin, click Add.